ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $214,618 | +5.2% | 2,870 | +3.3% | 0.08% | +2.7% |
| Q1 2024 | $203,998 | +7.9% | 2,777 | +1.4% | 0.07% | +1.4% |
| Q4 2023 | $189,127 | +12.7% | 2,739 | +3.6% | 0.07% | +1.4% |
| Q3 2023 | $167,867 | -3.8% | 2,644 | +0.5% | 0.07% | 0.0% |
| Q2 2023 | $174,474 | +5.1% | 2,630 | +0.8% | 0.07% | +1.4% |
| Q1 2023 | $165,969 | +106290.4% | 2,610 | +0.2% | 0.07% | 0.0% |
| Q4 2022 | $156 | -99.9% | 2,605 | +1.8% | 0.07% | +4.5% |
| Q3 2022 | $142,000 | -7.2% | 2,559 | +0.1% | 0.07% | -2.9% |
| Q2 2022 | $153,000 | -12.6% | 2,556 | +0.5% | 0.07% | -2.8% |
| Q1 2022 | $175,000 | +5.4% | 2,544 | +7.1% | 0.07% | +6.0% |
| Q4 2021 | $166,000 | +0.6% | 2,376 | +0.3% | 0.07% | -4.3% |
| Q3 2021 | $165,000 | +13.8% | 2,370 | +15.6% | 0.07% | +12.9% |
| Q2 2021 | $145,000 | +5.8% | 2,051 | +0.2% | 0.06% | -1.6% |
| Q1 2021 | $137,000 | -17.0% | 2,046 | -20.4% | 0.06% | -16.0% |
| Q4 2020 | $165,000 | +16.2% | 2,571 | +4.7% | 0.08% | +5.6% |
| Q3 2020 | $142,000 | +6.8% | 2,456 | +1.3% | 0.07% | 0.0% |
| Q2 2020 | $133,000 | +10.8% | 2,424 | -3.8% | 0.07% | -2.7% |
| Q1 2020 | $120,000 | -16.7% | 2,519 | +1.3% | 0.07% | -6.4% |
| Q4 2019 | $144,000 | +9.9% | 2,486 | +4.1% | 0.08% | 0.0% |
| Q3 2019 | $131,000 | +0.8% | 2,388 | +1.5% | 0.08% | -3.7% |
| Q2 2019 | $130,000 | -8.5% | 2,352 | -11.3% | 0.08% | -16.5% |
| Q1 2019 | $142,000 | -23.7% | 2,652 | -30.6% | 0.10% | -34.5% |
| Q4 2018 | $186,000 | – | 3,824 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 182,968 | $9,789,000 | 4.22% |
| Legacy Financial Strategies, LLC | 53,416 | $2,858,000 | 2.79% |
| MARINO, STRAM & ASSOCIATES LLC | 51,334 | $2,746,000 | 2.54% |
| Madrona Financial Services, LLC | 56,503 | $3,023,000 | 2.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 71,701 | $3,836,000 | 1.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 31,245 | $1,671,000 | 1.24% |
| Shakespeare Wealth Management, LLC | 25,900 | $1,386,000 | 1.20% |
| Archford Capital Strategies, LLC | 49,031 | $2,743,000 | 1.14% |
| LBMC INVESTMENT ADVISORS, LLC | 120,839 | $6,465,000 | 1.12% |
| Canal Capital Management, LLC | 26,251 | $1,404,000 | 0.81% |